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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Migrating from existin...
Customer experience | Sales, Customer Insights,...
Suggested answer

Migrating from existing crm system to dynamics 365 crm

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Posted on by Prags 5

what should be requirement gathering procedure for migration from existing crm to dynamics crm.

marketing department being end users. 
website  forms managed by third party. 

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Migrating from existing crm system to dynamics 365 crm

    Hi Prags,

    Please think of the following point:

    • How much data needs to be imported over?
    • What fields need to be transferred?
    • Are your customizations and third-party apps supported by the new CRM environment?
    • How long will it take to set up a test environment?
    • When do you want to initiate the migration process?
    • How long will the entire migration take to be completed?

    You could contact Microsoft Partner if you need:

    https://dynamics.microsoft.com/en-us/partners/find-a-partner/

  • Pedro Cadavez de Freitas Profile Picture
    Pedro Cadavez de Fr... on at
    RE: Migrating from existing crm system to dynamics 365 crm

    Hello Prags,

    Hope you are well.

    I don't fully understand the question.

    What is the source version and target version?

    Is this refering a possible upgrade from crm onprem to CRM online?

    Or something else?

    Looking forward to your reply.

    Thank you!

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